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December 19, 2025
December 19, 2025
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The Executor’s Handbook: A Step-by-Step Guide to Estate Administration in Ontario

What an Executor Is, What They Do, and How the Ontario Estate Process Works When someone passes away in Ontario, a family member or trusted friend is often left with the responsibility of settling their estate. This person is called the executor or the estate trustee. If you’ve been named as an executor, or you are preparing your own will and choosing one, understanding the […]
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Read more - The Executor’s Handbook: A Step-by-Step Guide to Estate Administration in Ontario
November 4, 2025
November 4, 2025
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Joint Tenancy vs. Tenants in Common in Ontario — What’s the Difference and Why It Matters

Owning Property Together in Ontario When two or more people buy a property together in Ontario, the way ownership is structured has real legal and estate consequences. The two most common types of co-ownership are joint tenancy and tenancy in common. While the difference might sound technical, it determines what happens to your share of the property if you pass away — and whether that […]
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Read more - Joint Tenancy vs. Tenants in Common in Ontario — What’s the Difference and Why It Matters
August 29, 2025
Avoiding Probate In Ontario
August 29, 2025
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How to Avoid Probate Tax in Ontario Without Expensive Mistakes

If you’ve ever typed how to avoid probate tax in Ontario into Google, you’ve likely found no shortage of “tips” and “hacks.” Joint ownership. Gifts. Trusts. Transfer everything to your child by bedtime, before the government gets everything. Several times a week, clients tell us about a magical solution they’ve heard from a neighbour, someone at church, an uncle, or even a stranger at a […]
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Read more - How to Avoid Probate Tax in Ontario Without Expensive Mistakes
July 24, 2025
Hollywood vs Reality and the Reading of the Will
July 24, 2025
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The “Reading of the Will” is a Myth – And Why That Matters for Your Family

The "Reading of the Will" myth vs. estate planning reality. The truth is there’s no dramatic will reading — just paperwork, responsibility, and more paperwork.
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Read more - The “Reading of the Will” is a Myth – And Why That Matters for Your Family
June 17, 2025
Illustration of a man writing his will under duress
June 17, 2025
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Undue Influence in Estate Planning: Don’t Be Pushed Around When You Decide Your Legacy in Ontario

What Is Undue Influence in Estate Planning? Undue influence happens when someone is pressured—often an elderly or vulnerable individual—into making a will or estate decision they wouldn’t otherwise make. And no, it doesn’t always involve your pet menacingly pointing a bow and arrow. In real life, undue influence is far more subtle. It can involve a caregiver isolating the testator, a child dictating terms, or […]
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Read more - Undue Influence in Estate Planning: Don’t Be Pushed Around When You Decide Your Legacy in Ontario
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